Hixon Zuercher, LLC
CIK: 0001806752SEC EDGAR →
Portfolio Value
$329.8M
Holdings
88
As of
Q4 2025
New Positions
8
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | 565,608 | $24.3M | 7.36% |
| 2 | GOLDMAN SACHS ETF TR | 92,941 | $12.3M | 3.73% |
| 3 | JOHNSON & JOHNSON | 49,536 | $10.3M | 3.11% |
| 4 | JPMORGAN CHASE & CO. | 30,431 | $9.8M | 2.97% |
| 5 | JOHN HANCOCK EXCHANGE TRADED | 144,855 | $9.5M | 2.88% |
| 6 | ISHARES INC | 163,120 | $9.4M | 2.86% |
| 7 | NVIDIA CORPORATION | 49,409 | $9.2M | 2.79% |
| 8 | ISHARES TR | 13,087 | $9.0M | 2.72% |
| 9 | GOLDMAN SACHS GROUP INC | 9,460 | $8.3M | 2.52% |
| 10 | MICROSOFT CORP | 16,659 | $8.1M | 2.44% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $128.3M | 38.9% |
| Technology | 15 | $57.5M | 17.4% |
| Healthcare | 9 | $32.6M | 9.9% |
| Consumer Cyclical | 6 | $20.9M | 6.3% |
| Communication Services | 7 | $20.3M | 6.1% |
| Industrials | 6 | $17.0M | 5.1% |
| Consumer Defensive | 6 | $16.9M | 5.1% |
| Unknown | 5 | $11.6M | 3.5% |
| Utilities | 2 | $9.6M | 2.9% |
| Energy | 2 | $9.6M | 2.9% |
| Real Estate | 2 | $3.6M | 1.1% |
| Basic Materials | 1 | $2.0M | 0.6% |